Departments

Overview

On the Departments screen, you can associate a Users with Departments.  On other screens, you can quickly add all Users in a Department to a list, making updating permissions much faster, especially for large Departments.

Adding a New Department

Start by navigating to the Departments screen from the Navigation Panel. Click the New Department button. Enter a name for the department. If you are creating a Department under another Department, effectively creating a Department Hierarchy select one from the drop-down under Department Parent Name. When you are finished, click Save New Department. After you click save you will see a message stating Changes Saved.

Department Hierarchy

As stated above you can Departments within Departments. Start by navigating to the Departments screen via the Navigation Panel. Create a new department, following the steps above, then after click the drop down menu labeled Department Parent Name, and select a Department to place the department under.

When you are finished save the Department by clicking on the Save New Department button, afterwards you will see a message stating Changes Saved.

Deleting a Department

Navigate to the Departments screen via the Navigation Panel. Find the Department you want to delete and click the red X in the Delete column. A confirmation pop up will appear confirming your selection. If you wish to delete click OK, you will see a message stating Changes Saved, if this is not the entry to wish to delete click Cancel, to return to the screen.

If you see an error such as the one below when attempting to remove a Department this means that their is still a User that is associated with a Department. In order to remove a Department, you will also need to delete any users associated with said department, or reassign the Users' departments.